Run your firm. Not your paperwork.
Case management, deadlines, IOLTA, and settlements for contingency firms — with AI that drafts written discovery from defense PDFs, and documents in your own Microsoft 365 or Google Workspace.
60-day free trial · No credit card · Full product, including AI discovery and IOLTA.
Works with your firm’s
Microsoft 365 SharePoint · Outlook or Google Workspace Drive · Calendar$59
per seat / month on Professional
60 days
free trial, no credit card
Included
IOLTA, settlements, and AI discovery
Court days
Deadlines counted from California court rules
Intake → Case → Discovery → Settlement
One system for the plaintiff lifecycle — not a stack of spreadsheets and generic matters.
The SOL clock starts here. Capture the lead, conflict-check parties, convert without re-keying.
Deadlines counted in court days from court rules, service tracked per defendant, documents in your SharePoint or Google Drive.
Upload the defense PDF; draft Plaintiff responses for attorney review in minutes.
Waterfall fees, costs, and liens with California checks; IOLTA ledger; PDF settlement statements.
We got tired of software not built for PI
Generic case managers are for billable hours. The PI platforms quote you, then nickel-and-dime IOLTA and AI. So we built CaseLumen inside a California practice, on live files — one system for the docket we actually had to run.
AI that drafts your written discovery
Upload the defense's Requests for Production, Admissions, or Special Interrogatories. CaseLumen reads the PDF, extracts every numbered request, and builds your Plaintiff response shell — in minutes, not an afternoon. Most PI platforms leave this to manual re-keying — with CaseLumen it's built in, and included with Professional.
- Defense discovery PDF in → drafted Plaintiff responses out
- Every extracted request stays in review until your team finalizes it
- Meet-and-confer review flags deficient defense responses and drafts the follow-up demands
- Scan a minute order or scheduling order for its dates — nothing is calendared until you confirm
- Your case data is never used to train AI models, and the AI Assistant can be turned off per firm
Never miss a statute of limitations
Every case carries a live SOL countdown color-coded by urgency. Court deadlines come from rules, not memory: each one is counted from a case date in court days, skipping California judicial holidays, and it moves when the date it counts from moves.
- SOL countdown with at-a-glance urgency: past, under 30, under 90 days
- California rules built in — CCP 364 notice, expert exchange, discovery and MSJ cutoffs, the five-year rule
- Preview what a rule would change on open cases before it goes live
- Reminders to the responsible attorney before each due date
Your case files never leave your SharePoint or Google Drive
Every intake and case gets its own folder in your firm's SharePoint or Google Shared Drive. Browse, file, and share from the case in CaseLumen — the documents themselves stay in your Microsoft 365 or Google Workspace, not a vendor's vault.
- A folder per intake and case, with your firm’s subfolders made for you
- Client upload links drop files straight into the case folder
- Send opposing counsel a production that expires, with every open and download logged
- Deadlines and hearings sync to Outlook or Google Calendar
Settlements done right — before the money goes out
Model the full settlement waterfall, keep an IOLTA trust ledger with running balances, and let CaseLumen check the distribution against California rules before anyone cuts a check.
- Settlement waterfall: fees, costs, liens, net to client — as a polished PDF statement
- Applies the MICRA fee cap, and holds distribution until a minor’s compromise is approved or while a referral fee tops the attorney fee
- IOLTA trust ledger with running balances and reconciliation
- Lien reductions tracked by negotiator, with each lienholder’s history across your cases
Know which cases, partners, and stages pay off
See where intakes come from and what they become, which stages cases stall in, what the firm recovered and what it cost — and a forecast of what open cases should bring in.
- Intake conversion, referral partners, and fees owed to them
- Case aging and stage speed, with the cases running furthest past usual
- Recoveries, settlement quality, lien reductions, and a stage-weighted forecast
- A one-page monthly report emailed to owners and admins on the 1st
The everyday details, already handled
Smaller things a PI docket runs on — built in, not bolted on.
A directory of courthouses, judges, and ADR providers. Assign a judge and the 170.6 challenge window counts from the notice.
Each defendant shows what is next — not served, days since filing, answer due, counsel on file. Update several at once.
Every intake records how the client found you. Referring firms get contracts, and the fees you owe them are tracked to payment.
Your website’s contact form sends new leads into CaseLumen through the API — with a reference your web developer can follow.
Every action across cases, intakes, and money on one readable feed, by day — with the history of each record on the record itself.
Team alerts and client reminders switched on or off from one page, and each person can opt out of their own.
Where we pull ahead
PI specialists already do IOLTA and SOL. CaseLumen adds written-discovery AI, files in your Microsoft 365 or Google Workspace, and a published $59 seat that includes both.
AI written discovery — drafts responses from defense PDFs
Case files stay in your own Microsoft 365 or Google Workspace
Full PI platform, per user / month
| CaseLumen | PI-specialist platforms | Generalist software & spreadsheets | |
|---|---|---|---|
| AI written discovery — drafts responses from defense PDFs | Built in | Not available | Not available |
| Case files stay in your own Microsoft 365 or Google Workspace | Built in | Limited / add-on | Not available |
| Full PI platform, per user / month | $59 | $65–99 | — |
PI-specialist platforms include CASEpeer, Filevine, SmartAdvocate, and Litify; capabilities and per-seat pricing reflect publicly listed information as of August 2026 — several are quote-based and priced higher. CaseLumen Professional is $59/seat. Reflects typical offerings, not any single product.
See the full story on Why CaseLumen or pricing.
Coming from another system? We bring your firm across
We help move cases and contacts so your team is not re-keying. Documents and calendar come across when we connect Microsoft 365 or Google Workspace. Every migration is scoped on a call.
- Cases and contacts come across so the team is not re-keying
- Documents and calendar move when we connect Microsoft 365 or Google Workspace
- A 60-day free trial gives you time to migrate and settle in
- Every migration is scoped on a call — no surprise dump-and-run
Ready to run your firm, not your paperwork?
Start a 60-day free trial. No credit card required.
Or contact sales.